Tool 15 — Equitable Employment Suite

Performance Review Prep

Most people walk into their performance review underprepared and walk out undervalued. This tool helps you document your wins, frame your growth, craft your self-assessment, and walk in with talking points that actually move the needle.

Your role and context
Give us the foundation so the output is specific to your actual situation.
Annual review Mid-year check-in 90-day review Promotion consideration Self-assessment only
Your accomplishments this period
List what you actually did — rough notes, bullet points, anything. We'll transform it into polished, impact-focused language.

Don't filter — include things you "just did your job," things you're proud of, things you didn't get credit for, and things that were hard. We'll find the value in all of it.

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Context matters. Accomplishments under difficult conditions are worth more — make sure your manager knows what you were working against.

What you want from this review
Different goals require different preparation strategies.
Strong rating / recognition Promotion / title change Raise / bonus More responsibility Document concerns Navigate a tough review

Select all that apply.

Positive & supportive Neutral / transactional Strained / complicated New manager
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Tell us what you're worried about so we can help you prepare for it — not just the easy parts.

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Naming a growth area before they do — framed as intentional development — shows maturity and takes the sting out of critical feedback.

Preparing your review kit…

Review prep kit ready
Your Period at a Glance
Win count
documented impacts
Strength theme
Overall posture
WinsYour Accomplishments — Impact Language
UnseenContributions You Probably Didn't Count
    Self-AssessmentWritten Self-Evaluation
    GoalsGoals for Next Period
    ScriptsWhat to Say in the Room
    Q&AQuestions They May Ask — Your Answers
    Ask BackQuestions to Ask Your Manager
      StrategyHow to Navigate This Specific Review
        AfterWhat to Do After the Review